Icon Wealth Advisors
OKLO icon

Icon Wealth Advisors’s Oklo OKLO Stock Holding History

Icon Wealth Advisors’s Portfolio OKLO Stock Details OKLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-3,989
Closed -$209K – 445
2026
Q2 		$209K Buy
3,989
+8
+0.2% +$499 0.01% 402
2026
Q1 		$259K Buy
+3,981
New +$286K 0.02% 345
2025
Q4 		– Sell
-2,300
Closed -$257K – 538
2025
Q3 		$257K Buy
2,300
+300
+15% +$23.5K 0.02% 336
2025
Q2 		$112K Buy
+2,000
New +$77.1K 0.01% 482

Other funds holding OKLO

VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Icon Wealth Advisors's OKLO Position: Q3 2026 in Review

Icon Wealth Advisors sold out of Oklo (OKLO) in Q3 2026, closing a stake of 3,989 shares — an estimated $209K sold.

Icon Wealth Advisors first reported a position in OKLO in Q2 2025 and held it in 4 quarters. The position peaked at $259K in Q1 2026. 496 funds tracked by Wall St. Rank hold OKLO as of Q3 2026.

  • Icon Wealth Advisors reported no remaining Oklo position as of Q3 2026 after selling out during the quarter.
  • Icon Wealth Advisors sold 3,989 Oklo shares in Q3 2026, an estimated $209K.
  • Icon Wealth Advisors first reported a position in Oklo in Q2 2025 and held it in 4 quarters.
  • Icon Wealth Advisors's Oklo position peaked at $259K in Q1 2026.
  • 496 funds tracked by Wall St. Rank held Oklo as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.